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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Louaillier is a registered representative with Morgan Stanley, licensed to offer investment advisory services in 26 states and the District of Columbia. Michael has been in the financial services industry since 1972 and has held previous roles with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Michael specializes in providing financial planning, investment advice, and portfolio management to individuals, businesses, and institutional clients. Michael holds a Series 7TO, Series 63, Series 5, and Series 1 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
06/01/2009 - Present
Morgan Stanley (Portland OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND OR)
NA
04/11/1972 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BC
Issued 09/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 03/30/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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